How To Process A Purchase

Accessing the Point of Sale

To access the Point of Sale you will first log into Club Advantage.

Once logged into Club Advantage you will land on the Operations page, where you will see 3 links for the Point of Sale: Purchases, Returns, and Settings (Manage POS).

Please select the Purchases link.

How to Process a Purchase - Purchase Tab

We are now going to start to process a purchase in Point of Sale.

First thing we need to do is select a Product to Purchase. Run your mouse to a Product under the Product sections and Click on it.

It will then move to the Shopping Cart section.

Once a Product in in the Shopping Cart you can adjust the Quantity by placing changing the number under the Quantity field.

You can also Discount the item as well by placing either a dollar amount or percentage under the Discount fields.

Once all Products are ready to be purchase please select Process Order.

How to Process a Purchase - Purchasing Order Screen

Once you select the Process Order button the Process Purchase screen appears. This screen is where you will assign purchases to members, double check you product and sub totals, apply a payment method, adjust you receipt message and submit your order. We will be going into detail over sections.

Tracking POS Transactions:

If you need to assign a purchase to a members account. You will select the Magnifying Glass icon in the top left hand corner. A search screen will appear allowing you to find the members account you wish to attach the purchase to. Their Member ID and Name will appear. By doing this this will allow you to charge a product to a members account and use credits on the members account for purchase.

Product:

This section is where you will double check to make sure all Products and Totals are correct.

Payment Method:

This is where you will place how the customer is paying for the product. You can have multiple Payment Methods to process a purchase. Below we will go over all Payment Method Options.

Cash: Any Cash taken for a purchase. Please type the amount you have taken in the Cash amount field

Check: If a customer is paying by Check. Type the amount you have taken in the Check amount field. Also a number field will appear under the Payment Details section. Please place the Check number in this field

Credit Card (Processed at Club): If your facility has a Credit Card machine processed by merchant services this is where you will track that payment. Type the amount you have taken in the Credit Card field. After that select the drop down under Payment Details and select type of card you are processing.

Instant Pay: If you need to process a Debit or Credit Card through eFit Financial you will select this choice. Type the amount you will need to process under the Instant Pay amount field. Once that happened a blue link will appear under Payment Details. Select that link and enter in the Card information and the select Done Entering in Card to verify the card you are using is valid. Once that occurs it will then forward you back to the Process Purchase screen

Gift Certificate: If your facility sells Gift Certificates and if a customer decides to use it you will select this choice. Type the amount you are taking in the Gift Certificate field.

Charge to Members Account: If you would like to charge a members account for any POS product, select this choice. Type the amount you would like to be charged under the Charge to Member amount field. If a member has a Debit/Credit Card or EFT account that is on file for dues it will then charge that payment method as soon as the purchase is submitted. If your member is on a Statement it will then add onto the amount they pay for dues. If your member is on a Coupon payment method or a Paid in Full member you will not be able to use this selection.

eFit Credits/PrePaids: If a member has a POS Credit on file for them they can use this choice to purchase their products. Type the amount you using in the PrePaid amount field.

Custom Receipt Message:

If you would like place a message on the receipt you will change that under this field.

Back and Submit Order Buttons:

If you notice something is not right with the purchase you can select the Back button to go back to the previous screen. When you are ready to submit your customer's purchase select Submit Order.

Once you have gone through the process of a purchase for a customer and you select Submit Order you will be forwarded to the Choose an option screen.

How to Process a Purchase - Options screen for receipt

The Choose an Option screen is specifically for Point of Sale Receipts. Here you will be able to Print or Email a Receipt. Once finished you will select done to get back onto the Main Screen. This completed How to Process a Purchase in Point of Sale.

If you have any questions please create a ticket or call into the Client Line at 877-772-3348.